Revamp the portfoilio/Genius alerts to be more streamlined and informative. Right now it’s a repetitive jumbled mess.
There are 3 parts to this suggestion. I go into each one in detail in the attachment, but basically there are three broad suggestions:
- Revamp the daily email, which is basically a regurgitation of the prior day's activity log. It is currently a mess, far more data than needed, inconsistently presented, and oftentimes redundant. All that makes it far less useful than it could be. Bottom line: state only the last “stop criteria met” of the day for each position, and eliminate all of the “Stop Criteria…enabled” alerts for each position.
- Revamp the Activity Log of the Genius itself, so the most important information can be seen at a glance, rather than having to scroll right and left: Symbol, triggering price and stop price. Or simply implement word wrap so there’s no need to scroll back and forth.
- Simplify and enhance the wording of the alerts themselves
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Michael Ellis
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